Our Firm

EQM Capital, LLC is a California registered investment advisory firm dedicated to providing financial advisors and qualified investors with quantitative research, wealth management, and financial content marketing solutions.

The firm provides outsourced solutions including stock screens and research, multi-factor stock selection models, asset allocation models, and custom quantitative research solutions designed to better inform investment decisions, enhance performance, and add scalability.

Our financial content and marketing solutions help firms expand their scope and enhance their credibility utilizing many of the major financial media websites.

What We Do

EQM Capital, LLC provides actionable outsourced portfolio management solutions designed to assist independent investment advisors, wealth managers, and qualified individual investors.

We also produce professional quality financial-related content such as white papers, research reports, and articles for distribution on the major financial media websites.

Our firm utilizes a client-focused, non-product driven approach to Wealth Management, helping clients Define, Manage, and Achieve their financial goals.